Harvey Lopez, CRC ®

Harvey Lopez, CRC ®

Vice President / Wealth Manager

Harvey Lopez is a Vice-President and Wealth Manager, with Revolution Wealth Management LLC, since August 2012.

Harvey, your personal Wealth Advisor, has the privilege of working with all levels of clients to serve as their single point of contact for all financial matters. Harvey uses a disciplined approach to assist clients through the development, implementation, and maintenance of their personalized investment plan.  While following this approach, he will guide clients through the wealth accumulation, wealth preservation, wealth distribution, and wealth transfer phases of their lives.

Harvey began his financial services career 21 years ago with MetLife offering Retirement and Insurance strategies. From there, he moved on to IFMG/IBC as a Financial Advisor with International Bank of Commerce (IBC). After that experience, Harvey moved to Capital One Financial Services and worked as a Financial Consultant. He then moved to Chase Investment Services Corp where he was a Financial Advisor for 3 years and an Investment Manager for one year. BBVA Compass Bank was able to recruit Harvey over as a Personal Investment Officer. In August 2012, Harvey joined Revolution Wealth Management with the intention to offer customized products and strategies to his clients.

During Harvey’s career, he has had experience with asset management, retirement planning, retirement consolidation, insurance planning, education planning, and 401(K) strategies.

Harvey is a native of McAllen, TX and attended the University of Texas Pan American with a major in Business Administration. In his spare time, he spends time with his wife and two daughters and enjoys playing golf.  

Phone 956-238-2555